Eaton Vance Ltd Duration Income Fund
EVV- Exchange
- NYSE
- SEC CIK
- 0001222922
No open-market purchases or sales by Eaton Vance Ltd Duration Income Fund insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $398.9M in total; no superinvestor holds it.
Q3 2022 vs. Q2 2022
How the institutions holding Eaton Vance Ltd Duration Income Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 151 | 1 | 149 | −1 |
| Shares | 32.2M | 20.5K | 31.8M | −379.0K (−1.2%) |
| Value | $333.6M | $211.0K | $293.9M | −$39.5M (−11.8%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 56,271 | $518.0K | 0.26% |
| MML Investors Services, LLC | 42,265 | $389.0K | 0.00% |
| Barrett & Company, Inc. | 15,308 | $143.7K | 0.10% |
| Claybrook Capital, LLC | 14,440 | $133.0K | 0.08% |
| Walleye Capital LLC | 12,779 | $118.0K | 0.00% |
| Essex Savings Bank | 11,984 | $111.0K | 0.04% |
| D.A. Davidson & Co. | 11,049 | $102.0K | 0.00% |
| Millennium Management LLC | 10,520 | $97.0K | 0.00% |
| Wolverine Asset Management LLC | 2,850 | $26.0K | 0.00% |
| Umb Bank N A | 2,275 | $21.0K | 0.00% |
| Crewe Advisors LLC | 1,369 | $13.0K | 0.00% |
| First Horizon Advisors, Inc. | 667 | $6.00K | 0.00% |
Sold out (13)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Vident Investment Advisory, LLC | 252,831 | $2.61M |
| Clough Capital Partners L P | 63,917 | $660.0K |
| Moors & Cabot, Inc. | 16,945 | $175.0K |
| Bank of New York Mellon Corp | 16,424 | $170.0K |
| CNH Partners LLC | 10,621 | $110.0K |
| Drive Wealth Management, LLC | 10,227 | $106.0K |
| Nomura Holdings Inc | 10,000 | $104.0K |
| Venture Visionary Partners LLC | 5,616 | $58.0K |
| Lazard Asset Management LLC | – | $41.0K |
| Cambridge Trust Co | 2,000 | $21.0K |
| Concord Wealth Partners | 1,453 | $15.0K |
| Ahrens Investment Partners LLC | 1,000 | $10.0K |
| Carmichael Hill & Associates, Inc. | 19 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| B. Riley Wealth Management, Inc. | 20,472 | $211.0K |